Connor Haley - Alta Fox Capital Management 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 16, 2022, the Alta Fox Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2022, the filing reported:
Increases - Alphabet Inc., IDT Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2022
|
AMZN
Amazon.com, Inc.
|
Sell |
-900
|
|
Q1 2022
|
ERJ
Embraer S.A.
|
Sell - Position Exit |
-460,502
|
|
Q1 2022
|
FNKO
Funko, Inc.
|
Buy - Position Entry |
+610,000
|
|
Q1 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+1,000
|
|
Q1 2022
|
HAS
Hasbro, Inc.
|
Buy - Position Entry |
+3,612,133
|
|
Q1 2022
|
IDT
IDT Corporation
|
Buy |
+52,913
|
|
Q1 2022
|
JYNT
The Joint Corp.
|
Buy - Position Entry |
+100,000
|
|
Q1 2022
|
KNX
Knight-Swift Transportation Hol
|
Sell - Position Exit |
-79,556
|
|
Q1 2022
|
MODG
Topgolf Callaway Brands Corp.
|
Sell |
-294,188
|
|
Q1 2022
|
RDVT
Red Violet, Inc.
|
Sell - Position Exit |
-245,207
|
|
Q1 2022
|
SLVM
Sylvamo Corporation
|
Sell - Position Exit |
-300,000
|
|
Q1 2022
|
XPEL
XPEL, Inc.
|
Sell |
-21,821
|
|
Q1 2022
|
XPOF
Xponential Fitness, Inc.
|
Sell - Position Exit |
-124,522
|